See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,643 | $176,056-88.3% | $159,436-87.1% | $167,490-87.7% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 17.88% | 331.75%-313.9pp | 263.57%-245.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $2,662 | $5,297-49.7% | $4,829-44.9% | $4,837-45.0% |
| Participant deferral / active EE | $4,571 | $7,750-41.0% | $7,352-37.8% | $6,341-27.9% |
| Admin fee / account holder | $120 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |